Customizing Cliq Module Preferences in Trident (macOS)

Customizing Cliq Module Preferences in Trident (macOS)

In this article, we'll see how you can customize the Cliq module in Trident to suit your preferences.

InfoNote: This article explores Cliq module preferences in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. 

Using Cliq as Module and Chat Bar

Trident gives you various options to customize how you use Cliq. You can either use it as a chat bar, a separate module, or both.

To apply these customizations:

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Cliq.
  4. In the Cliq Preferences section, toggle on the Enable Chat Bar and Enable Cliq as a Module options. 

Notes

Note: Toggling off both the Enable Chat Bar and Enable Cliq as a Module options, will disable the Cliq module in Trident.  

When you enable Cliq as a module, you can customize it further as illustrated below.

View Cliq in a module or window.

 

 

 

 

View Cliq chats in single sheet, broad sheet, or tab modes.

 

 

 

 


Notes
Note: If you have set your preference to open Cliq in a new window, you can switch between your signed-in Zoho Mail accounts using the account switch option located at the top-right corner of the window.

Customizing Chatbox and Chat Message Appearance

To determine how your chat messages appear in Cliq, customize the options by going to your profile image > Settings > Cliq > Chatbox/Chat List sections. 

Description

Demonstration

Adjust the chatbox size as small, medium, or large while using Cliq as a chatbar.

 

 

 

Align the incoming and outgoing messages in the same or alternate sides.

 

Change the message bubble theme to light or dark.

 

List the chats in comfort, compact, or super compact modes.

List threaded conversations inline with parent chats, separately in recent chats, or in tabs.


Here are other ways to customize the Cliq chat list views. 

From the Cliq module home page:
  1. Click the More Options  icon on the Cliq home page.
  2. Select Appearance from the menu list.
  3. Choose between Comfort, Compact, or Super Compact under List Mode from the menu list.  

From the Cliq chatbar: 

  1. Click the Cliq  icon at the bottom-left corner of the app. 
  2. Click the More Options  icon.
  3. Select Appearance from the menu list.
  4. Choose between Comfort, Compact, or Super Compact under List Mode from the menu list.


To customize the chatbox size while using Cliq as a chat bar:

  1. Click the Cliq  icon at the bottom-left corner of the app. 
  2. Click the More Options  icon.
  3. Choose between Small, Medium, or Large under Chatbox Size from the menu list.

NotesNote: To expand or shrink the size of a chatbox further than the set size of small, medium, or large, double-click the chat.

Granting Microphone, Camera, and Screen Record Access

If the Cliq module isn't able to access the system microphone, camera, or screen-record to allow you to use audio, video, and screen-share, you must manually grant it access. 

To grant Trident access to your device microphone:

  1. Navigate to your Mac's System Settings app and select Privacy and Security.
  2. Select Microphone.
  3. Find Trident and toggle the microphone access on.
  4. Click Quit and Reopen in the alert dialog box that appears. Or, click Later as you prefer. 

To grant Trident access to your device camera:

  1. Navigate to your Mac's System Settings app and select Privacy and Security.
  2. Select Camera.
  3. Find Trident and toggle the camera access on.
  4. Click Quit and Reopen in the alert dialog box that appears. Or, click Later as you prefer.

To grant Trident access to record your screen:

  1. Navigate to your Mac's System Settings app and select Privacy and Security.
  2. Select Screen & System Audio Recording .
  3. Find Trident and toggle the screen record access on.
  4. Click Quit and Reopen in the alert dialog box that appears. Or, click Later as you prefer. 

NotesNote: Granting screen share permission will end your ongoing call or meeting. You must initiate a new call or meeting after quitting and relaunching the app. Then you'll be able to share your screen. 

Enabling Read Receipts

To enable or disable Read Receipts, per your privacy convenience: 

  1. Click your profile image in the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Cliq.
  4. In the Privacy section, toggle on or off the Read Receipts option.

NotesNote: When you disable this option, just as users who send you messages won't receive the Read Receipt, you also won't receive it for messages you send. 

Configuring Cliq Chat Notifications

To enable or disable notifications for chat messages:

  1. Click your profile image in the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Notifications and then open Cliq. 
  4. Toggle the Enable Notifications and Notification Sounds for Cliq Chats button on or off.

When you have enabled notifications for chat messages, you can further decide if you want to:

  • Enable or disable alert sound for chat notifications
  • Show or hide message preview for chat messages in notifications

Notes

Notes:

  • For the custom notification tones to take effect on macOS devices, you must restart your iMac or MacBook. This is due to inherent limitations in macOS.

  • Hovering over the notification sound option reveals Play icon, allowing you to hear a preview of the sound before making your selection.



Configuring Cliq Call Notifications        

To enable or disable notifications for Cliq calls:
  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Notifications then open Cliq.
  4. Toggle the Show Incoming Calls on or off.

When you have enabled notifications for calls, you can further decide if you want tenable it for :
  • Audio and Video Calls

  • Screen Share Calls

Using Shortcuts

Trident offers various keyboard shortcuts to use the Mail module. To view these shortcuts:

  1. Click your profile image on the top-right corner of the app.
  2. Select Settings from the drop-down menu.
  3. Select Shortcuts.
  4. Scroll down to the Cliq and Cliq Launcher section and you'll find the shortcuts mentioned below. 















      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now







                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now








                                                                                                                        • Related Articles

                                                                                                                        • Customizing Calendar Module Preferences in Trident (macOS)

                                                                                                                          In this article, we'll see how you can customize the Calendar module according to your preferences. Customizing Calendar Grid View In Trident, you can view your planned schedules in daily, weekly, monthly, or work-week views. To set any of these as ...
                                                                                                                        • Customizing Cliq Module Preferences in Trident (Windows)

                                                                                                                          In this article, we'll see how you can customize the Cliq module in Trident to suit your preferences. Note: This article explores customizing Cliq module preferences in the Trident desktop app. Click here for the Zoho Cliq web app's help ...
                                                                                                                        • Customizing Mail Module Preferences in Trident (Windows)

                                                                                                                          In this article, we'll see how you can customize the Mail module in Trident to suit your preferences. Note: This article explores customizing the Mail module preferences in the Trident desktop app. Click here for the Zoho Mail web app's help ...
                                                                                                                        • Customizing Notes Module Preferences

                                                                                                                          In this article, we'll see how you can customize the Notes module for an intuitive note-taking experience. Customizing Notes List There are two ways in which you can view the notes you've created in the Notes module. List View: Displays the note ...
                                                                                                                        • Exploring Cliq Module in Trident (macOS)

                                                                                                                          The Cliq module in Trident simplifies your team's communication with chats and calls, so you can stay connected with your colleagues and get work done anywhere, anytime. Note: This article explores the Cliq module in the Trident desktop app. Click ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources